Updated:Jun 3, 2026

C2 Financial Planning LLC

C2 Financial Planning LLC is an SEC-registered investment adviser in Mills River, NC. The firm manages approximately $5,000 in regulatory assets.

C2 Financial Planning LLC

C2 Financial Planning LLC is an SEC-registered investment adviser in Mills River, NC. The firm manages approximately $5,000 in regulatory assets. It has 1 employee and 1 investment adviser.

linkedin.com/company/chrisachurch

General information

Firm type

RIA

Does C2 Financial Planning LLC operate as a fiduciary?

Yes. As a registered investment advisor, the firm is legally required to act as a fiduciary at all times, ensuring recommendations serve the client's best interest (per SEC regulations).

What services does C2 Financial Planning LLC offer?

Services typically include comprehensive financial planning, investment management, retirement income planning, estate planning, tax strategy, and risk management, tailored to each client's goals.

Who is the ideal client for C2 Financial Planning LLC?

Based on the firm's profile, it likely serves high-net-worth individuals, families, small business owners, and executives seeking personalized, fiduciary financial advice rather than transactional brokerage services.

Is C2 Financial Planning LLC affiliated with a larger financial institution?

There is no public evidence of affiliation with a bank, insurance company, or broker-dealer. The firm appears to operate as an independent RIA, which allows it to offer objective advice.

How does C2 Financial Planning LLC charge for its services?

RIAs typically charge a fee based on a percentage of assets under management (AUM fee), a flat retainer, or hourly fees. Specific fee schedules for C2 Financial Planning LLC are not publicly available.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.